Beacon Financial Group’s WisdomTree US Multifactor Fund USMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-86,446
| Closed | -$2.76M | – | 185 |
|
|
2019
Q4 | $2.76M | Sell |
86,446
-10,928
| -11% | -$349K | 0.35% | 68 |
|
|
2019
Q3 | $2.94M | Sell |
97,374
-759
| -0.8% | -$22.9K | 0.5% | 63 |
|
|
2019
Q2 | $2.95M | Buy |
98,133
+8,877
| +10% | +$267K | 0.5% | 62 |
|
|
2019
Q1 | $2.59K | Buy |
89,256
+74,696
| +513% | +$2.17K | 0.42% | 67 |
|
|
2018
Q4 | $448K | Hold |
14,560
| – | – | 0.08% | 134 |
|
|
2018
Q3 | $448K | Buy |
+14,560
| New | +$448K | 0.08% | 138 |
|